Create a Purchase Contract

Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Open the Contract Explorer.

   Note: Purchase contracts can also be created via the Contracts tab of the Organisation, Company or District, or via the Organisations panel of the Solution Explorer.

2. Right-click in the Contracts table and select New » Purchase Contract or New » Contract From Template » [Contract Template] from the menu.

   The Contract Creation screen displays.

   If the contract is created from the Organisation, Company or District, applicable fields are preselected and read-only.

3. Complete the following fields as required.
   • Contract Category—Select from the Contract Category list items defined in the List Editor. The Contract Category text list items can be used to limit access to contracts through domain security. See Domains.
   • Seller—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
   • Buyer—Select from the companies defined on the Organisations panel of the Solution Explorer.
   • District—Select from the districts defined on the Organisations panel of the Solution Explorer.
   • Start Date—The start and end dates are only an indication of when the specified rules of the contract apply. There is no validation on the date period. Default: The first day of the current month.
   • End Date
4. Click OK.

   The Purchase Contract displays.

5. Update the Purchase Contract name if required.
6. Click Save.

   Note: If the Purchase Contract status definition exists, the purchase contract is assigned the initial status. This status definition controls whether the purchase contract is editable and selectable. See Status Definitions.